DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

765 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$518M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
576
Pictet North America Advisors
Switzerland
$320K
KWM
577
Kingsview Wealth Management
Oregon
$317K
TP
578
Tranquility Partners
Tennessee
$316K
ICP
579
Impact Capital Partners
Colorado
$316K
COCM
580
Charter Oak Capital Management
New Hampshire
$314K
TWM
581
Thryve Wealth Management
Texas
$311K
TFCP
582
Twin Focus Capital Partners
Massachusetts
$309K
SCTC
583
Sanibel Captiva Trust Company
Florida
$305K
AWM
584
Aprio Wealth Management
Georgia
$301K
Allianz Asset Management
585
Allianz Asset Management
Germany
$299K
BIG
586
Brookwood Investment Group
Arizona
$296K
ZI
587
ZEGA Investments
Florida
$295K
DW30
588
Drucker Wealth 3.0
New Jersey
$293K
KA
589
Kovack Advisors
Florida
$293K
WCG
590
Weaver Consulting Group
California
$293K
TVPW
591
Third View Private Wealth
Connecticut
$292K
CIBC World Market
592
CIBC World Market
Ontario, Canada
$291K
SCA
593
Snowden Capital Advisors
New York
$291K
RWM
594
Ritholtz Wealth Management
New York
$289K
LWM
595
LightSquare Wealth Management
Michigan
$289K
HWA
596
Heartwood Wealth Advisors
Virginia
$288K
MAM
597
Milestone Asset Management
Pennsylvania
$287K
BRPW
598
Ballast Rock Private Wealth
South Carolina
$287K
HWA
599
HHM Wealth Advisors
Tennessee
$285K
JIC
600
Joel Isaacson & Co
New York
$282K